NAPERVILLE – April 27, 2018 – DuPage Credit Union is excited to announce that Tom Trost, a CERTIFIED FINANCIAL PLANNERTM professional for DuPage Financial Advisors, was recently selected by the CUNA Brokerage Services, Inc. (CBSI) to receive its distinguished Rookie of the Year Award.
This award, which has been handed out for over twenty years, is given nationally to one advisor who, in their first year as a CUNA Brokerage Services, Inc. representative, possessed high ethical standards, had solid production, was a team player and focused on the needs of helping credit union members plan for their futures.
“I am honored to have received this award,” said Trost, who credited building relationships with the DuPage Credit Union Team as a key contributor to helping him earn this honor. “They are the eyes and ears on the ground. They alert me when a Member might be in need of advice.”
“DuPage Credit Union’s Team is great at building awareness,” Trost added.
According to Associate Director of Branch Operations James Chyllo, Tom’s unique experience of building DuPage Financial Advisors from scratch was a crucial factor in his selection for this national award.
“A lot of our Members have been really receptive to having someone working on their behalf,” said Chyllo, “which has led to the success of this program.”
To schedule a complimentary consultation call Tom directly at 630-718-8333.
About DuPage Credit Union
DuPage Credit Union is more than just a bank we’re a Member-owned financial institution united by a common spirit. As a not-for-profit credit union with more than 35,000 Members, we’re energized to create memorable banking experiences to help with life’s events, big and small. We offer financial solutions to anyone who lives or works in DeKalb, DuPage, Kane, Kendall, Lake, McHenry and Will counties; or attends school in DuPage County. To learn more about DuPage Credit Union, visit dupagecu.com, call 800-323-2611 or stop by a Branch Office. Deposits are insured to $250,000 per account by American Share Insurance. By Members’ choice this institution is not federally insured. DuPage Credit Union is an Equal Housing Opportunity Lender. NMLS #445096. DuPage Credit Union…banking inspired.®
About Tom Trost
Tom is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC, with a select portfolio of securities products and a licensed insurance representative of CMFG Life Insurance Company. Tom works out of DuPage Credit Union’s Wheaton Branch, 625 E. Roosevelt Road.
Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. CBSI, FR-2101977.1-0418-0520
DuPage Credit Union
630-428-3440 ext. 3068